How to set up Custom Clauses

The 101.

We understand that sometimes you might have agreed on specific contract add-ons that might not be covered in your standard contract template - e.g. a commission agreement that changes for each individual. Rather than adding multiple versions of the same contract to cover every option, you can simply add a Custom Clause.

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1. From the Menu, Select Settings >> Rules >> Custom Clauses.

2. Select 'Add new' to create a clause you would like to add into your contracts.

3. Give it a title, add some formatted text to the body and click 'Save'.

Ensure you tick 'Active if you would like to use the Clause right away.

Tip: This can be a clause that doesn't need to be edited but needs to be added to some contracts OR a clause that changes each time you use it (i.e. different $ values per individual).